Soltis Investment Advisors’s Zions Bancorporation ZION Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.44M	Sell	24,993 -377	-1%	-$22.2K	0.09%	179
2025 Q4	$1.49M	Sell	25,370 -11,156	-31%	-$608K	0.1%	172
2025 Q3	$2.07M	Buy	36,526 +5,751	+19%	+$320K	0.14%	136
2025 Q2	$1.6M	Buy	30,775 +13,404	+77%	+$629K	0.13%	142
2025 Q1	$866K	Buy	17,371 +1,823	+12%	+$98.2K	0.08%	177
2024 Q4	$843K	Sell	15,548 -40	-0.3%	-$2.19K	0.08%	179
2024 Q3	$736K	Sell	15,588 -17,967	-54%	-$851K	0.07%	179
2024 Q2	$1.46M	Buy	33,555 +15	+0%	+$633	0.15%	134
2024 Q1	$1.46M	Sell	33,540 -7,642	-19%	-$315K	0.16%	134
2023 Q4	$1.81M	Sell	41,182 -1,431	-3%	-$51.7K	0.2%	119
2023 Q3	$1.49M	Buy	42,613 +1,000	+2%	+$34.9K	0.19%	118
2023 Q2	$1.12M	Buy	41,613 +4,993	+14%	+$138K	0.13%	128
2023 Q1	$1.1M	Buy	36,620 +32,306	+749%	+$1.48M	0.14%	129
2022 Q4	$212K	Buy	4,314 +10	+0.2%	+$500	0.03%	231
2022 Q3	$219K	Buy	4,304 +9	+0.2%	+$492	0.03%	213
2022 Q2	$219K	Buy	4,295 +9	+0.2%	+$511	0.03%	218
2022 Q1	$281K	Buy	4,286 +6	+0.1%	+$410	0.04%	210
2021 Q4	$270K	Sell	4,280 -497	-10%	-$31.7K	0.04%	224
2021 Q3	$296K	Buy	4,777 +65	+1%	+$3.57K	0.05%	194
2021 Q2	$249K	Buy	4,712 +9	+0.2%	+$504	0.04%	218
2021 Q1	$258K	Buy	4,703 +11	+0.2%	+$566	0.05%	190
2020 Q4	$204K	Sell	4,692 -6,137	-57%	-$227K	0.04%	212
2020 Q3	$316K	Buy	10,829 +1,978	+22%	+$63.7K	0.07%	159
2020 Q2	$301K	Sell	8,851 -975	-10%	-$30.9K	0.08%	153
2020 Q1	$263K	Buy	9,826 +4,542	+86%	+$187K	0.08%	136
2019 Q4	$274K	Buy	+5,284	New	+$256K	0.05%	127